Evernest Financial Advisors, LLC Wisdomtree Trust Japan Hedged Transaction History
Evernest Financial Advisors, LLC
- $362 Million
- Q3 2024
A detailed history of Evernest Financial Advisors, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 92,575 shares of DXJ stock, worth $10.2 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
92,575
Previous 93,274
0.75%
Holding current value
$10.2 Million
Previous $10.5 Million
6.76%
% of portfolio
2.71%
Previous 4.82%
Shares
5 transactions
Others Institutions Holding DXJ
# of Institutions
334Shares Held
15.8MCall Options Held
1.59MPut Options Held
512K-
Morgan Stanley New York, NY2.98MShares$330 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$167 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA848KShares$93.6 Million0.02% of portfolio
-
Schroder Investment Management Group London, X0583KShares$64.4 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY535KShares$59 Million0.0% of portfolio